Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
American Tower
AMT
|
+$462M |
| 2 |
SBA Communications
SBAC
|
+$330M |
| 3 |
CCC Intelligent Solutions
CCCS
|
+$219M |
| 4 |
Equinix
EQIX
|
+$176M |
| 5 |
Teck Resources
TECK
|
+$140M |
Top Sells
| 1 |
First Industrial Realty Trust
FR
|
+$216M |
| 2 |
Digital Realty Trust
DLR
|
+$213M |
| 3 |
TransDigm Group
TDG
|
+$207M |
| 4 |
Public Storage
PSA
|
+$174M |
| 5 |
Realty Income
O
|
+$149M |
Sector Composition
| 1 | Technology | 18.87% |
| 2 | Financials | 15.58% |
| 3 | Real Estate | 14.17% |
| 4 | Consumer Discretionary | 11.56% |
| 5 | Industrials | 11.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
951
Loews
L
$19.9B
| $18.6M | 0.01% |
237,285
-4,878
| -2% | -$382K |
|
952
Principal Spectrum Tax-Advantaged Dividend Active ETF
PQDI
$59.6M
| $18.6M | 0.01% |
995,521
| – | – |
|
953
Bunge Global
BG
$16.5B
| $18.5M | 0.01% |
180,896
+4,397
| +2% | +$451K |
|
954
Palantir
PLTR
$396B
| $18.5M | 0.01% |
805,428
+607,661
| +307% | +$14M |
|
955
SL Green Realty
SLG
$4.29B
| $18.5M | 0.01% |
336,077
+264
| +0.1% | +$14.6K |
|
956
FormFactor
FORM
$2.27B
| $18.5M | 0.01% |
405,605
+809
| +0.2% | +$36.9K |
|
957
Ollie's Bargain Outlet
OLLI
$7.95B
| $18.5M | 0.01% |
232,317
+4,971
| +2% | +$396K |
|
958
Western Union
WU
$2.73B
| $18.5M | 0.01% |
1,322,023
-19,562
| -1% | -$273K |
|
959
CareTrust REIT
CTRE
$7.54B
| $18.5M | 0.01% |
758,063
+93,891
| +14% | +$2.29M |
|
960
Westlake Corp
WLK
$10.9B
| $18.4M | 0.01% |
120,664
+3,041
| +3% | +$465K |
|
961
Amcor
AMCR
$19B
| $18.4M | 0.01% |
1,935,213
+92,020
| +5% | +$875K |
|
962
Hillenbrand
HI
$1.75B
| $18.4M | 0.01% |
365,611
-14,762
| -4% | -$742K |
|
|
SRCL
963
DELISTED
Stericycle Inc
SRCL
| $18.4M | 0.01% |
348,324
+8,668
| +3% | +$457K |
|
964
Ashland
ASH
$2.42B
| $18.4M | 0.01% |
188,683
+805
| +0.4% | +$78.4K |
|
965
Rush Enterprises Class A
RUSHA
$4.42B
| $18.3M | 0.01% |
342,856
+5,980
| +2% | +$320K |
|
966
Enpro
NPO
$4.61B
| $18.3M | 0.01% |
108,543
-450
| -0.4% | -$75.9K |
|
967
United Bankshares
UBSI
$5.36B
| $18.3M | 0.01% |
510,568
-28,584
| -5% | -$1.02M |
|
968
Diodes
DIOD
$2.44B
| $18.2M | 0.01% |
258,521
+9,957
| +4% | +$702K |
|
969
Euronet Worldwide
EEFT
$3.57B
| $18.2M | 0.01% |
165,479
+3,283
| +2% | +$361K |
|
970
Trade Desk
TTD
$22.6B
| $18.2M | 0.01% |
207,933
-50,766
| -20% | -$4.44M |
|
971
Jamf
JAMF
$1.3B
| $18.2M | 0.01% |
990,549
-21,880
| -2% | -$401K |
|
972
SLM Corp
SLM
$6.01B
| $18.1M | 0.01% |
831,299
-3,381
| -0.4% | -$73.7K |
|
973
Boot Barn
BOOT
$5.61B
| $18.1M | 0.01% |
190,159
+32,711
| +21% | +$3.11M |
|
974
Mid-America Apartment Communities
MAA
$16.6B
| $18.1M | 0.01% |
137,476
-2,073
| -1% | -$273K |
|
975
Valmont Industries
VMI
$7.45B
| $18.1M | 0.01% |
79,208
+1,933
| +3% | +$441K |
|